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Fund detail

Appaloosa LP (Tepper)

tepper, hedge-fund, active

Quarters 31
2023-09-30 $5.07B
Positions 32
Showing 16 of 16 rows (filtered from 40)

Price is the latest implied close from the selected quarter's 13F (value ÷ shares). Est. Cost is a running average that assumes each quarter's trades cleared near the midpoint of consecutive 13F closes (or yfinance VWAP when available). Most accurate for slow accumulators, least accurate for activists who build positions in a few days.

# Issuer Value ↓ Weight Shares Share Δ Share Δ % Prev Weight First Held Price Est. Cost Unrealized % Status
1 FEDEX CORP FDX $172.2M 3.40% 650,000 +0 +0.00% 2.99% 2023-03-31 $265 ~$233 +13.71%
2 ENERGY TRANSFER L P ET $137.2M 2.71% 9,781,876 +0 +0.00% 2.31% 2021-06-30 $14 ~$10 +35.68%
3 UNITEDHEALTH GROUP INC UNH $100.8M 1.99% 200,000 +0 +0.00% 1.78% 2021-06-30 $504 ~$419 +20.19%
4 MICRON TECHNOLOGY INC MU $95.2M 1.88% 1,400,000 +0 +0.00% 1.64% 2015-03-31 $68 ~$50 +34.88%
5 EQT CORP EQT $83.6M 1.65% 2,060,000 +0 +0.00% 1.57% 2015-12-31 $41 ~$23 +79.23%
6 LAM RESEARCH CORP LRCXEUR $75.2M 1.48% 120,000 +0 +0.00% 1.43% 2023-06-30 $627 ~$643 -2.50%
7 MACYS INC M $58.0M 1.15% 5,000,000 +0 +0.00% 1.49% 2021-06-30 $12 ~$21 -45.28%
8 ANTERO RESOURCES CORP AR $49.7M 0.98% 1,960,000 +0 +0.00% 0.84% 2015-12-31 $25 ~$20 +25.55%
9 ASML HOLDING N V $47.1M 0.93% 80,000 +0 +0.00% 1.08% 2013-12-31 $589 ~$94 +529.03%
10 ARISTA NETWORKS INC ANETEUR $46.0M 0.91% 250,000 +0 +0.00% 0.75% 2023-06-30 $184 ~$162 +13.50%
11 SOUTHWESTERN ENERGY CO SWN1EUR $31.0M 0.61% 4,800,000 +0 +0.00% 0.54% 2015-12-31 $6 ~$7 -8.67%
12 CHESAPEAKE ENERGY CORP EXEEZ $18.4M 0.36% 250,000 +0 +0.00% 0.35% 2021-06-30 $74 ~$24 +209.52%
13 CHESAPEAKE ENERGY CORP EXE $17.5M 0.35% 203,000 +0 +0.00% 0.32% 2021-06-30 $86 ~$79 +8.85%
14 ENTERPRISE PRODS PARTNERS L EPD $13.6M 0.27% 495,980 +0 +0.00% 0.24% 2021-06-30 $27 ~$24 +13.43%
15 CHESAPEAKE ENERGY CORP EXEEL $10.6M 0.21% 150,000 +0 +0.00% 0.19% 2021-06-30 $71 ~$21 +238.20%
16 MPLX LP MPLX $6.5M 0.13% 182,325 +0 +0.00% 0.11% 2021-06-30 $36 ~$30 +17.82%